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Exploring what will make Warren Buffett spend his massive pile of cash, the potential impact of a lawsuit on Berkshire Hathaway's real estate prospects, and the good year for insurance. Also, delving into the big cybersecurity opportunity facing Palo Alto Networks and the challenges and growth in the industry.
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- Berkshire Hathaway is holding a significant amount of cash and is cautious about spending, looking for deals that can outperform treasury yields.
- Berkshire Hathaway is involved in legal disputes over accounting methods and real estate commission structures, highlighting the need to protect the company's interests.
Deep dives
Berkshire's Cash Position and Investment Strategy
Berkshire Hathaway has reached a new record cash balance of $157 billion, with the majority of it being held in short-term treasuries. The company's reduced stock buybacks and lower investment in its stock portfolio suggest a cautious approach to spending. Warren Buffett's focus on finding a deal that can outperform treasury yields has become more critical as the portfolio generates $7 to $8 billion of interest income annually. The larger cash position, coupled with a market downturn, has expanded the potential pool of companies that Berkshire could invest in.
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